Pinnacle Financial Group, LLC / IL »

iShares S&P SmallCap 600 Index shares owned by Pinnacle Financial Group, LLC / IL

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Pinnacle Financial Group, LLC / IL from 13F filings

Historical chart of Pinnacle Financial Group, LLC / IL investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Pinnacle Financial Group, LLC / IL consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P SmallCap 600 Index by Pinnacle Financial Group, LLC / IL

Quarter filed Position value Share count Share price at filing
2024-03-31 $417k 3.8k 110.52
2023-09-30 $356k 3.8k 94.33
2023-06-30 $376k 3.8k 99.65
2023-03-31 $365k 3.8k 96.70
2022-12-31 $357k 3.8k 94.64
2022-09-30 $338k 3.9k 87.23
2022-06-30 $358k 3.9k 92.36
2022-03-31 $418k 3.9k 107.84
2021-12-31 $467k 4.1k 114.57

More positions owned by Pinnacle Financial Group, LLC / IL

Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Wisdomtree Tr Us Total Dividnd (DTD)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Select Divid Etf (DVY)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Pinnacle Financial Group, LLC / IL

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
FMR
Morgan Stanley
Wells Fargo & Company
Bank of New York Mellon
LPL Financial
Goldman Sachs Group
UBS Group
Raymond James & Associates
Envestnet Asset Management
First Command Advisory Services
Pnc Financial Services
Northern Trust
Financial Engines Advisors L.L.C

View all funds holding iShares S&P SmallCap 600 Index